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Establish Your CMM-Specific Goals

What are you trying to achieve through CMM and by when? What is your CMM Bold Aim? How would you define success?

You're on the Improvement Path.

Change to Implementation Path
STEP 1
Get Started
STEP 2
Identify Needs and Assess Fit
STEP 3
Establish Your CMM-Specific Goals
STEP 4
Build Your Team
STEP 5
Assess and Build Your Readiness
STEP 6
Assess Your CMM Foundations
STEP 7
Develop Your Implementation Plan
STEP 8
Implement, Monitor, and Improve
STEP 9
Evaluate Your Success
STEP 10
Package Your Findings and Share your Story

Your Activities

Develop Your CMM Bold Aim

Your team’s CMM Bold Aim is the overarching aim of your CMM implementation or improvement effort. Your aim statement should be created by your team and should align with your organization’s goals. Your team’s Bold Aim will be the driving force for your CMM work.

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What is CMM?
What is the definition of Comprehensive Medication Management (CMM)? How is CMM different from Medication Therapy Management (MTM)? Read More
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CMM Patient Care Process Document
The Patient Care Process for Delivering Comprehensive Medication Management (CMM): Optimizing Medication Use in Patient-Centered, Team-Based Care Settings. Read More
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CMM in Primary Care Clinics
Assessing the State of Comprehensive Medication Management in a Sample of Primary Care Clinics. Read More
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CMM Philosophy of Practice
The Philosophy of Practice for Comprehensive Medication Management: Evaluating Its Meaning and Application by Practitioners. Read More
What is Implementation Science?
Implementation Science: A Brief Overview and a Look Ahead. Read More
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CMM Implementation in Primary Care
An Implementation System for Medication Optimization: Operationalizing CMM Delivery in Primary Care. Read More
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Implementation Science Primer for Health Professionals
Implementation Science to Advance Care Delivery: A Primer for Pharmacists and Other Health Professionals. Read More
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The Active Implementation Frameworks Applied to CMM
A Roadmap for Advancing Implementation of Comprehensive Medication Management in Primary Care Read More
Team Composition Guide
Guidance document describing why an implementation team is important and how to effectively build your own team.
Team Charter Template
Template for creating your team charter and describing how your team's work will be done.
Readiness Guide
Guidance document describing why readiness is important and how to ensure your team is ready to implement CMM.
Patient Responsiveness Survey
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Clinical Indicators Guidance
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CMM Implementation Action Plan and Progress Monitoring Tool
Planning and monitoring templates for step-wise CMM implementation
Improving Your CMM Practice
Plan-Do-Study-Act (PDSA) cycle planning templates for improving the CMM services you provide.
CMM Philosophy of Practice Self-Assessment
Assessment tool to help you define your personal philosophy of practice for CMM.
Telling Your Performance Story
Guidance document on how to share your team's successes and tell your CMM performance story to key stake holders.
Using Run Charts to Track Your Data
Guidance document describing what run charts are and how to use them to track your data.
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Comprehensive Medication Management in Team-Based Care
American College of Clinical Pharmacy (ACCP) Policy Brief Read More
Making the Business Case to Sustain CMM
A guide for building a business case for the implementation and maintenance of CMM services.
Defining Your Service Delivery System
Tutorial on how to describe your practice's patient care workflow and where your CMM services fit in that process.
Readiness Thinking Worksheet
Worksheet for assessing your team's readiness to implement or improve CMM (adapted from The Wandersman Group)
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Ensuring Effective Implementation
A fidelity assessment system for comprehensive medication management (a case study). Read More
Readiness Priority Matrix
Tool for documenting your readiness challenges and prioritizing which challenges need to be addressed first.
Readiness Action Plan and Monitoring Tool
Template for documenting and tracking your readiness priorities, action plan, and progress.
Creating Your Bold Aim Statement
Guidance document on how to create a Bold Aim statement and track outcomes related to your overarching goals.
ABC Health Business Plan
A sample performance story presentation that demonstrates how to share a snapshot of financial outcomes.
Fairview Business Plan
An example comprehensive business plan for CMM services.
SBAR Business Plan Example
A condensed business plan focusing on key components for presentation to C-suite and physician champions.
VA Business Proposal Template
A business plan template for CMM from the U.S. Department of Veterans Affairs
IHI and NPSF Business Case Template
A template to help design and construct a business case; from the Institute of Healthcare Improvement (IHI) and National Patient Safety Foundation (NPSF).
What is Driving Total Cost of Care?
A resource from the Healthcare Financial Management Association (HFMA).
Opportunities and Strategies for Improving Pharmacy Financial Performance
A resource from the Healthcare Financial Management Association (HFMA).
Building the Business Case for an Outpatient Pharmacy 
A resource from the Healthcare Financial Management Association (HFMA).
Driving Cost Savings Through an Enterprisewide Pharmacy
A resource from the Healthcare Financial Management Association (HFMA).
Top 5 Factors for Pharmacy Revenue Integrity 
A resource from the Healthcare Financial Management Association (HFMA).
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The CMM Value Proposition
A resource for pitching the value of CMM to key stakeholders in your organization. Read More
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CMM Practice Management System
The practice management components needed to support comprehensive medication management in primary care clinics. Read More
CMM Patient Care Process Self-Assessment [PDF version]
Assessment tool for identifying and prioritizing areas of improvement for your CMM patient care process.
CMM Practice Management Assessment Tool (PMAT) [PDF version]
Tool for identifying and prioritizing areas of improvement for your site's CMM practice management.
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CMM as a Usable Innovation
Understand how CMM is a 'usable innovation', an essential element for effective implementation. Read More
Preparing for Success
Use this checklist to ensure your are adequately prepared to implement or improve CMM in your practice setting
Revisit your CMM Bold Aim Statement
Review your CMM Bold Aim statement with your team and track outcomes related to your overarching goals.
Identifying the Needs of Your Organization
Worksheet for documenting the key priorities, needs, and goals of your organization
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Ensuring Intervention Success
Assessing fit as an overlooked step of the implementation process. Read More
CMM Patient Care Process Checklist
Simplified CMM patient care process self-assessment for determining how consistent you are with your CMM delivery.
Developing Your CMM Workflow
View an example of a CMM workflow before developing or refining your team's CMM-specific workflow(s).
CMM Patient Responsiveness Survey
Validated survey tool to assess your patients' perceptions of and satisfaction with your CMM services.
Abbreviated Patient Responsiveness Survey
Abbreviated version of the validated CMM Patient Responsiveness Survey.
Tracking Your Progress: CMM Bold Aim
Measure the progress you are making towards achieving your CMM Bold Aim.
Implementation Outcomes Questionnaire (IOQ)
Survey tool for assessing your progress and success with implementation of CMM services.
IOQ Scoring Methods and Interpretation
Scoring rubric for the validated CMM Implementation Outcomes Questionnaire (IOQ).
CMM Patient Care Process Self-Assessment [online version]
Access the interactive CMM patient care process self-assessment (log in required).
CMM Practice Management Assessment Tool (PMAT) [online version]
Access the interactive CMM practice management assessment tool (log in required).